6 Submitting an Expense Report - ExpenseWire

Recommendations

Info

• To save this information, click on the Finish button. The card then appears on the Online Bank Accounts section of ExpenseWire to manage the card information as needed. Credit card update options: • Update Bank Credentials -If the banking credentials change, ExpenseWire must have the current information. Click this link to update. • Refresh Accounts - If current transactions are not visible, click Refresh Account to pull them in. If no change is visible, the bank credentials may need updating. • Delete – Click on Delete to remove a linked card. The imported transactions will remain in any expense reports already created, but it will not be traceable back to a deleted card. • Edit – Click on Edit to modify the Account Name, Payment Type, and the Payer. • Disable - To leave the card linked, but not display the transactions associated with it, select Disable. To display those transactions again, the card can be re-enabled. 3.6.1 Allow Delegates to View Linked Cards To allow delegate(s) to view transactions from the linked card(s) • Go to My Profiles • Click the [+] icon of the My Personal Payment Types for Delegates to expand the area. • Select the checkbox in the Visible to Delegate column next to the card that all delegates can view. 18
3.7 Determining Receipts Email Address Receipts can be emailed to ExpenseWire from smart phones or computers. In order to determine the email address used for an account open My Profile. The Receipts Email is displayed in the User Information section. 4 Navigating the Main Expense Page The main ExpenseWire page has areas to the right, left, and tabs along the top to navigate around. There is generally more than one way of doing the same function. To open any item on the left under My Tasks, My Expenses, or My Messages, double click on the item. For example to see the unsubmitted expenses, double click on Unsubmitted and the list of reports will be available to choose from. Another way to open an existing expense report, click on the Expenses tab and search for the type of expense report. Once found, it can be opened, printed, or checked for policy compliance. 19
Page 1 and 2: End User Training Guide Document Ve
Page 3 and 4: Table of Contents Introduction ....
Page 5 and 6: Introduction Welcome to the Rearden
Page 7 and 8: 3.2 Creating a Personal Password Wh
Page 9 and 10: Note: If a department is not availa
Page 11 and 12: 3.4 Direct Deposit Set-up (optional
Page 13 and 14: 3.5 Adding a Delegate (optional) A
Page 15 and 16: 3.6 Adding a Credit Card (optional)
Page 17: • A Create Account window will ap
Page 21 and 22: An Adding an Expense Report window
Page 23 and 24: Adding a Line Item field descriptio
Page 25 and 26: A Split Workbench window appears. T
Page 27 and 28: • Browse for the saved receipt
Page 29 and 30: • Browse for the saved receipt fi
Page 31 and 32: 5.2.3 Attaching an Emailed Receipt
Page 33 and 34: 5.2.4 Faxing a Receipt Receipts can
Page 35 and 36: 5.4.1 Creating a Report from a Cred
Page 37 and 38: • Then follow the steps above to
Page 39 and 40: 7 Approving/Denying an Expense Repo
Page 41 and 42: 7.1.2 Approving a Report from the D
Page 43 and 44: 7.2.2 Denying a Line Item If only a
Page 45 and 46: 2. Click the Edit My Profile link t
Page 47 and 48: 7.3.3.2 Mobile Device - Login to Ex
Page 49 and 50: 7.3.3.5 Mobile Device - Confirmatio
Page 51 and 52: The status of the report(s) changes
Page 53 and 54: A Report Criteria window will appea
Page 55 and 56: 9 Help Section 9.1 Lost User Passwo

6 Submitting an Expense Report - ExpenseWire

Create successful ePaper yourself

Delete template?

Save as template?